See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,813 | $149,679-15.9% | $117,039+7.5% | $147,584-14.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.17% | 19.31%-5.1pp | 18.95%-4.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,190 | $4,937-35.4% | $3,785-15.7% | $4,876-34.6% |
| Participant deferral / active EE | $5,682 | $4,912+15.7% | $3,929+44.6% | $5,439+4.5% |
| Admin fee / account holder | $1,126 | $7,856-85.7% | $5,974-81.2% | $10,885-89.7% |